Blogs & Videos

Industry Changes Which Could Reduce the Costs of Portfolio Management A Shift in Portfolio Management Fees, Artificial Intelligence to blame? We agree with the Investment News assessment earlier this year that Schwab’s move from traditional assets-under-management fee to a flat monthly charge for robo-advising may begin to change the fee structure of the securities industry.. Based on our knowledge of the investment industry, we are also aware of many high […]

U.S. CUSTOMS AND BORDER PROTECTION DATA BREACH IS ANOTHER EXAMPLE OF WHY OUTSIDE CONSULTANTS MUST HAVE SYSTEMS DESIGNED TO PROTECT CLIENT ASSETS According to an article in TechCrunch, U.S. Customs and Border Protection confirmed that a data breach exposed the photos of both travelers and vehicles traveling in and out of the U.S.  As with many data breaches, an invited vendor or legitimate subcontractor accessed the data and, in turn, […]

DANGERS OF BOND SUBSTITUTES In the past, we have lamented that the low interest rate environment created by the federal government (after the 2008 financial crisis) massively punished the financially prudent Americans by destroying their ability to achieve returns on low risk bonds.   Many of these prudent investors were retirees born near or around the time of the great depression.  As a result, given their upbringing and the events of […]

In this installment of our ongoing weekly video series Chris Vernon speaks about how the Cyber field is GROWING and what a forecast may look like. Are you ready? Find our more here: